Investing clients want meaningful financial advice. Hear directly from financial professionals on how they deliver quality service with purpose and values to their investing clients. Amy Webber, CEO of Cambridge, hosts Cambridge Stronger – and she invites financial professionals to share their personal stories on how they got their start, what they have learned from clients, and why they believe culture counts and values matter most. Integrity, commitment, kindness, and flexibility are core values driving the spirit of Cambridge, a financial solutions firm serving fee focused and fee only financial professionals with an independent mindset and motivation to make a difference in the lives of others. New episodes monthly on Apple Podcasts/iTunes, iHeart Radio, Stitcher, and Spotify. Testimonial statements and personal experience stories may not be representative of the experience of others and is no guarantee of future performance or success.
Episodes
Friday Dec 04, 2020
Friday Dec 04, 2020
Episode 104: Guest Steve James embraced financial planning in college, starting with a presentation to students on saving, then building a practice in the education markets and later a full financial planning service firm as Managing Director of Summit Financial Solutions – coaching colleagues and elevating success.